---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-089443"
form_type: "8-K"
ticker: "OCUL"
cik: "0001393434"
company_name: "OCULAR THERAPEUTIX, INC"
filed_at: "2026-08-03T11:07:36+00:00"
generated_at: "2026-08-03T11:10:08.147572+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Ocular Therapeutix Q2 2026 net loss $78.8M; AXPAXLI NDA on track for Q4 2026

## Summary
- Net loss of $78.8M ($0.35 per share) for Q2 2026, vs. $67.8M loss in Q2 2025.
- Cash balance $598.6M as of June 30, 2026; expected runway into 2028.
- AXPAXLI NDA submission for wet AMD planned for Q4 2026 after FDA Type C meeting alignment.
- Post-hoc SOL-1 analysis shows up to 72% reduction in treatment burden vs. aflibercept (2 mg) over 60 weeks.
- DEXTENZA revenue flat at $13.5M; R&D expenses $54.1M, up from $51.1M in Q2 2025.

## SEC filing metadata
- accession: 0001104659-26-089443
- form_type: 8-K
- ticker: OCUL
- cik: 0001393434
- company_name: OCULAR THERAPEUTIX, INC
- filed_at: 2026-08-03T11:07:36+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1393434/000110465926089443/0001104659-26-089443-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1393434/000110465926089443/tm2621618d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-089443
- JSON: https://secwatch.observer/filing/0001104659-26-089443.json
- Plain text: https://secwatch.observer/filing/0001104659-26-089443.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.